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NCFO NATIONAL WELFARE FUND 401k Plan overview

Plan NameNCFO NATIONAL WELFARE FUND
Plan identification number 501

NCFO NATIONAL WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

NCFO NATIONAL WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:NCFO NATIONAL WELFARE FUND
Employer identification number (EIN):526057232
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NCFO NATIONAL WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012013-01-01
5012012-01-01TIMOTHY P. HEALY TIMOTHY P. HEALY2013-05-22
5012011-01-01TIMOTHY HEALY TIMOTHY HEALY2012-04-13
5012010-01-01TIMOTHY HEALY TIMOTHY HEALY2011-07-08
5012009-01-01TIMOTHY P. HEALY TIMOTHY P. HEALY2010-08-19

Plan Statistics for NCFO NATIONAL WELFARE FUND

401k plan membership statisitcs for NCFO NATIONAL WELFARE FUND

Measure Date Value
2013: NCFO NATIONAL WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: NCFO NATIONAL WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Number of employers contributing to the scheme2012-01-013
2011: NCFO NATIONAL WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Number of employers contributing to the scheme2011-01-013
2010: NCFO NATIONAL WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Total of all active and inactive participants2010-01-0110
Number of employers contributing to the scheme2010-01-013
2009: NCFO NATIONAL WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Total of all active and inactive participants2009-01-0112
Total participants2009-01-010

Financial Data on NCFO NATIONAL WELFARE FUND

Measure Date Value
2013 : NCFO NATIONAL WELFARE FUND 2013 401k financial data
Transfers to/from the plan2013-10-10$-353,596
Total plan liabilities at beginning of year2013-10-10$22,777
Total income from all sources2013-10-10$12,802
Expenses. Total of all expenses incurred2013-10-10$72,886
Benefits paid (including direct rollovers)2013-10-10$2,098
Total plan assets at end of year2013-10-10$0
Total plan assets at beginning of year2013-10-10$436,457
Value of fidelity bond covering the plan2013-10-10$65,000
Total contributions received or receivable from participants2013-10-10$152
Expenses. Other expenses not covered elsewhere2013-10-10$29,386
Other income received2013-10-10$11,901
Net income (gross income less expenses)2013-10-10$-60,084
Net plan assets at end of year (total assets less liabilities)2013-10-10$0
Net plan assets at beginning of year (total assets less liabilities)2013-10-10$413,680
Total contributions received or receivable from employer(s)2013-10-10$749
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-10$41,402
2012 : NCFO NATIONAL WELFARE FUND 2012 401k financial data
Total plan liabilities at end of year2012-12-31$22,777
Total plan liabilities at beginning of year2012-12-31$3,052
Total income from all sources2012-12-31$32,324
Expenses. Total of all expenses incurred2012-12-31$74,801
Benefits paid (including direct rollovers)2012-12-31$17,300
Total plan assets at end of year2012-12-31$436,457
Total plan assets at beginning of year2012-12-31$459,209
Value of fidelity bond covering the plan2012-12-31$65,000
Total contributions received or receivable from participants2012-12-31$641
Expenses. Other expenses not covered elsewhere2012-12-31$53,038
Other income received2012-12-31$14,391
Net income (gross income less expenses)2012-12-31$-42,477
Net plan assets at end of year (total assets less liabilities)2012-12-31$413,680
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$456,157
Total contributions received or receivable from employer(s)2012-12-31$17,933
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,463
2011 : NCFO NATIONAL WELFARE FUND 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,052
Total plan liabilities at beginning of year2011-12-31$3,879
Total income from all sources2011-12-31$43,216
Expenses. Total of all expenses incurred2011-12-31$42,656
Benefits paid (including direct rollovers)2011-12-31$27,610
Total plan assets at end of year2011-12-31$459,209
Total plan assets at beginning of year2011-12-31$459,476
Value of fidelity bond covering the plan2011-12-31$65,000
Total contributions received or receivable from participants2011-12-31$465
Expenses. Other expenses not covered elsewhere2011-12-31$11,596
Other income received2011-12-31$18,575
Net income (gross income less expenses)2011-12-31$560
Net plan assets at end of year (total assets less liabilities)2011-12-31$456,157
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$455,597
Total contributions received or receivable from employer(s)2011-12-31$24,176
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,450
2010 : NCFO NATIONAL WELFARE FUND 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,879
Total plan liabilities at beginning of year2010-12-31$4,636
Total income from all sources2010-12-31$53,489
Expenses. Total of all expenses incurred2010-12-31$55,126
Benefits paid (including direct rollovers)2010-12-31$40,050
Total plan assets at end of year2010-12-31$450,776
Total plan assets at beginning of year2010-12-31$453,170
Value of fidelity bond covering the plan2010-12-31$65,000
Total contributions received or receivable from participants2010-12-31$1,070
Expenses. Other expenses not covered elsewhere2010-12-31$11,581
Other income received2010-12-31$19,842
Net income (gross income less expenses)2010-12-31$-1,637
Net plan assets at end of year (total assets less liabilities)2010-12-31$446,897
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$448,534
Total contributions received or receivable from employer(s)2010-12-31$32,577
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,495

Form 5500 Responses for NCFO NATIONAL WELFARE FUND

2013: NCFO NATIONAL WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NCFO NATIONAL WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NCFO NATIONAL WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NCFO NATIONAL WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NCFO NATIONAL WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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